Eli Lilly and Company (LLY) Ownership

753.41 ↑0.00 (0.00%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

Lilly Endowment Inc is the biggest individual institutional holder of Eli Lilly and Company (LLY), owning a total of 96.9 million shares. Combined, the top 28 institutional holders of LLY own 73.07% of the company with a total of 690.7 million shares.

In the latest ownership report on September 30th 2024, the top 28 institutional holders increased their combined ownership of LLY by 10 million shares. 1 institutions bought 12,448,888 total additional shares and increased their ownership by an average of 87,091.70%. However 2 institutions sold 2,402,965 total shares and decreased their ownership by an average of 5.16%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Eli Lilly and Company increased by a net total of 10,045,923 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Lilly Endowment Inc	10.207%	-0.488%	96,891,978	-475,391	2024-09-30
PRIMECAP Management Company	1.864%	-9.826%	17,690,508	-1,927,574	2024-09-30
International Assets Investment Management, LLC	1.313%	87,091.700%	12,463,182	12,448,888	2024-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Lilly Endowment Inc	10.207%	-0.488%	96,891,978	-475,391	2024-09-30
Vanguard Group Inc	7.780%	1.531%	73,859,008	1,113,997	2024-06-30
BlackRock Inc	6.937%	0.891%	65,856,195	581,810	2024-06-30
OFI Invest Asset Management	5.587%	0.000%	53,035,381	53,035,381	2023-03-31
PNC Financial Services Group Inc	5.415%	-0.589%	51,404,836	-304,637	2024-06-30
State Street Corporation	3.805%	1.395%	34,258,566	471,239	2024-03-31
State Street Corp	3.569%	-1.112%	33,877,562	-381,004	2024-06-30
FMR Inc	3.528%	-1.744%	33,488,021	-594,457	2024-06-30
Morgan Stanley - Brokerage Accounts	2.891%	4.992%	27,444,006	1,304,880	2024-06-30
Capital World Investors	2.298%	-11.095%	21,813,763	-2,722,292	2024-06-30
T. Rowe Price Associates, Inc.	2.175%	0.188%	20,651,736	38,675	2024-06-30
JPMorgan Chase & Co	1.984%	-1.897%	18,838,691	-364,272	2024-06-30
PRIMECAP Management Company	1.864%	-9.826%	17,690,508	-1,927,574	2024-09-30
Geode Capital Management, LLC	1.791%	2.594%	17,005,148	429,952	2024-06-30
State Farm Mutual Automobile Ins Co	1.332%	0.000%	12,646,138	0	2024-06-30
International Assets Investment Management, LLC	1.313%	87,091.700%	12,463,182	12,448,888	2024-09-30
NORGES BANK	1.159%	7.043%	11,004,852	724,042	2024-06-30
Bank of America Corp	1.136%	2.016%	10,782,922	213,115	2024-06-30
Wellington Management Company LLP	1.136%	-2.152%	10,779,091	-237,036	2024-06-30
Goldman Sachs Group Inc	0.985%	93.423%	9,359,866	4,520,810	2023-12-31
Capital Research Global Investors	0.961%	13.547%	9,119,534	1,088,003	2024-06-30
Northern Trust Corp	0.918%	-1.403%	8,711,517	-123,936	2024-06-30
Capital Research & Mgmt Co - Division 3	0.770%	4.769%	7,304,869	332,476	2024-06-30
Jennison Associates LLC	0.803%	-3.128%	7,232,988	-233,514	2024-06-30
Legal & General Group PLC	0.790%	0.059%	7,115,785	4,214	2024-06-30
Bank of New York Mellon Corp	0.731%	-2.782%	6,584,285	-188,413	2024-06-30
Ameriprise Financial Inc	0.662%	-13.449%	6,303,719	-979,498	2022-09-30
Nuveen Asset Management, LLC	0.545%	1.963%	5,178,339	99,705	2022-06-30

Mutual Fund Ownership

Vanguard Total Stock Mkt Idx Inv is the biggest individual fund holder of Eli Lilly and Company (LLY), owning a total of 27.1 million shares. Combined, the top 33 mutual fund holders of LLY own 29.74% of the company with a total of 281.1 million shares.

In the latest ownership report on October 31st 2024, the top 33 fund holders increased their combined ownership of LLY by 36 thousand shares. 4 funds bought 68,579 total additional shares and increased their ownership by an average of 0.23%. However 1 funds sold 32,280 total shares and decreased their ownership by an average of 0.55%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Eli Lilly and Company increased by a net total of 36,299 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
SPDR® S&P 500® ETF Trust	1.013%	0.454%	9,611,474	43,420	2024-10-31
iShares Core S&P 500 ETF	0.925%	0.154%	8,782,118	13,514	2024-10-31
The Health Care Select Sector SPDR® ETF	0.610%	-0.554%	5,790,764	-32,280	2024-10-31
State St S&P 500® Indx SL Cl III	0.403%	0.291%	3,824,300	11,100	2024-10-31
iShares Russell 1000 Growth ETF	0.298%	0.019%	2,831,568	545	2024-10-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	2.855%	0.057%	27,100,750	15,482	2024-09-30
Vanguard Instl Ttl Stck Mkt Idx Tr	2.790%	1.819%	26,482,650	473,072	2023-03-31
Performer (AFRIS)	2.408%	0.000%	21,682,608	21,682,608	2024-02-29
Vanguard Institutional 500 Index Trust	2.177%	-1.048%	20,664,177	-218,826	2024-09-30
Vanguard 500 Index Investor	1.999%	0.565%	18,975,434	106,573	2023-08-31
Vanguard PRIMECAP Inv	1.123%	-7.509%	10,656,328	-865,080	2024-09-30
Fidelity 500 Index	1.022%	-1.403%	9,697,427	-137,991	2024-09-30
SPDR® S&P 500® ETF Trust	1.013%	0.454%	9,611,474	43,420	2024-10-31
SPDR® S&P 500 ETF Trust	1.002%	0.700%	9,525,528	66,220	2024-05-30
Fidelity® 500 Index	0.979%	0.640%	9,292,041	59,132	2023-11-30
iShares Core S&P 500 ETF	0.925%	0.154%	8,782,118	13,514	2024-10-31
Vanguard Growth Index Investor	0.893%	-0.594%	8,478,302	-50,635	2024-09-30
Capital Group Growth Fnd of Amer Comp	0.777%	-7.060%	7,379,797	-560,566	2024-09-30
American Funds Growth Fund of Amer A	0.777%	-7.060%	7,379,797	-560,566	2024-09-30
Capital Group Wash Mutual Invtrs Comp	0.634%	-2.374%	6,020,974	-146,401	2024-09-30
American Funds Washington Mutual A	0.634%	-2.374%	6,020,974	-146,401	2024-09-30
The Health Care Select Sector SPDR® ETF	0.610%	-0.554%	5,790,764	-32,280	2024-10-31
Health Care Select Sector SPDR® ETF	0.608%	-0.224%	5,778,180	-12,948	2024-05-30
JPMorgan Large Cap Growth I	0.597%	0.000%	5,670,550	0	2024-09-30
Fidelity® Contrafund®	0.570%	0.000%	5,411,465	0	2023-11-30
Fidelity Contrafund	0.549%	0.363%	5,207,257	18,835	2024-09-30
Vanguard Institutional Index I	0.528%	-2.144%	5,015,327	-109,870	2024-09-30
Vanguard Health Care Inv	0.496%	-7.461%	4,709,105	-379,696	2024-09-30
Capital Group Fundamental Invtrs Comp	0.418%	-10.303%	3,984,160	-457,635	2022-12-31
American Funds Fundamental Invs A	0.418%	-10.303%	3,984,160	-457,635	2022-12-31
Capital Group New Perspective Comp	0.403%	-1.290%	3,827,060	-50,000	2023-12-31
American Funds New Perspective A	0.403%	-1.290%	3,827,060	-50,000	2023-12-31
State St S&P 500® Indx SL Cl III	0.403%	0.291%	3,824,300	11,100	2024-10-31
Vanguard Value Index Inv	0.399%	0.776%	3,796,498	29,247	2023-02-28
American Funds American Balanced A	0.381%	-5.242%	3,615,405	-200,000	2024-09-30
Vanguard Capital Opportunity Inv	0.342%	-6.812%	3,076,668	-224,900	2024-06-30
Blackrock Eq Idx Fund CF	0.315%	5.734%	2,986,798	161,969	2024-09-30
iShares Russell 1000 Growth ETF	0.298%	0.019%	2,831,568	545	2024-10-31